Advertisement

chermaine yong

26 Mar 2022

∙

Is Endowus the only roboadvisor that allows CPF funding for investments?

5

Discussion (5)

What are your thoughts?

Learn how to style your text

Albert Tan

Edited 12 Apr 2022

Financial Literacy & Partnerships at MoneyOwl

MoneyOwl's CPFIS portfolios are available here! https://www.moneyowl.com.sg/cpfis/

Do weigh the costs vs benefits of taking our CPF(OA) out from a risk free interest of 2.5% to invest for potentially higher returns over the long term. Also, if you intend to use your CPF for housing in the near future, it may not wise to invest with a short time horizon. If you are currently servicing a mortgage with CPF, do ensure you have set aside sufficient surplus for emergencies (i.e. unemployment).

Reply

Save

View 3 replies

Tan Choong Hwee

26 Mar 2022

Investor/Trader at Home

Yes, only Endowus allows CPFIS investment at the moment.

Reply

Save

Write your thoughts

Related Posts

Endowus Fund Smart now allows us to customise our portfolio by choosing the funds with CPF, SRS and cash. Will you be trying Endowus Fund Smart or stay with their advised portfolios?

Started investing with 1) Cash: SWRD, 2) CPF-OA thru Endowus: Lion Global Infinity US 500 Stock Index Fund only, 3) SRS thru Endowus: Dimensional Global Core Equity Fund only. Does it look ok?

For someone who is ~50years old, is it too 'late' to invest CPF in Endowus fund (versus leaving the sum in CPF)?

Should I a) use my CPF OA funds to invest in Endowus or b) transfer my OA balance into SA to earn 4% interest? (Assume house is already bought and no other use for OA funds)?

How did Endowus manage to secure MAS approval to use CPF funds for investments?

Related Products

Endowus

4.7

657 Reviews

Endowus Cash Investments Portfolio

Equities, Bonds

INSTRUMENTS

0.25% to 0.60%

ANNUAL MANAGEMENT FEE

$1,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

Related Posts

Endowus Fund Smart now allows us to customise our portfolio by choosing the funds with CPF, SRS and cash. Will you be trying Endowus Fund Smart or stay with their advised portfolios?

Started investing with 1) Cash: SWRD, 2) CPF-OA thru Endowus: Lion Global Infinity US 500 Stock Index Fund only, 3) SRS thru Endowus: Dimensional Global Core Equity Fund only. Does it look ok?

For someone who is ~50years old, is it too 'late' to invest CPF in Endowus fund (versus leaving the sum in CPF)?

Should I a) use my CPF OA funds to invest in Endowus or b) transfer my OA balance into SA to earn 4% interest? (Assume house is already bought and no other use for OA funds)?

How did Endowus manage to secure MAS approval to use CPF funds for investments?

Advertisement